Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 202.97

-1.9%

Jan 7 3:59 PM EST

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To: Proud_Infidel who wrote (8240)	2/16/2000 4:21:00 PM
From: Katherine Derbyshire	of 10921

>>It is a broad based strong wave of demand accelerated by the switch from technology related buying into the "high gear" of capacity related buying. Yet this is all happening in a "controlled" manner not characterized by the previous upcycles "out of control" feeling.<< I've seen forecasts calling for as much as 50% equipment market growth in 2000. I've seen forecasts calling for some companies to spend 80% or more of their semiconductor revenues on new capacity. If that isn't "out of control," I don't know what is. Katherine

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